New Edge Wealth, LLC Portfolio Holdings

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

New Edge Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.35 Billion distributed in 933 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $254M, Apple Inc. with a value of $239M, Nvidia Corp with a value of $122M, Meta Platforms, Inc. with a value of $121M, and Alphabet Inc. with a value of $116M.

Examining the 13F form we can see an decrease of $233M in the current position value, from $5.59B to 5.35B.

New Edge Wealth, LLC is based out at Pittsburgh, PA

Below you can find more details about New Edge Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.35 Billion
Technology: $1.2 Billion
ETFs: $1.16 Billion
Financial Services: $723 Million
Consumer Cyclical: $599 Million
Healthcare: $387 Million
Communication Services: $367 Million
Industrials: $335 Million
Energy: $195 Million
Other: $368 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.91B
$21.2 Million 0.4% of portfolio
156,836
Q1 2025 Added 5.47%
$300B
$20.7 Million 0.39% of portfolio
289,697
Q1 2025 Added 6.49%
$435B
$20.1 Million 0.38% of portfolio
21,262
Q1 2025 Reduced 2.11%
$15.1B
$19 Million 0.36% of portfolio
180,801
Q1 2025 Reduced 35.11%
$19.7B
$18.3 Million 0.34% of portfolio
234,338
Q1 2025 Added 3.3%
$3.81B
$18 Million 0.34% of portfolio
992,440
Q1 2025 Added 16.61%
$120B
$17.8 Million 0.33% of portfolio
169,445
Q1 2025 Added 0.92%
$6.89B
$16.3 Million 0.31% of portfolio
629,453
Q1 2025 Reduced 29.6%
$168B
$16 Million 0.3% of portfolio
110,033
Q1 2025 Reduced 30.76%
$573B
$15.7 Million 0.29% of portfolio
16,816
Q1 2025 Reduced 3.57%
$263B
$14.3 Million 0.27% of portfolio
162,332
Q1 2025 Added 6.66%
$1.69B
$14.3 Million 0.27% of portfolio
349,276
Q1 2025 New
$8.08B
$14.1 Million 0.26% of portfolio
10,661
Q1 2025 Added 127.31%
$1.08T
$13.8 Million 0.26% of portfolio
88,620
Q1 2025 Reduced 6.01%
$30.4B
$13.1 Million 0.25% of portfolio
40,149
Q1 2025 Reduced 41.64%
$934B
$13.4 Million 0.25% of portfolio
51,763
Q1 2025 Added 11.56%
$1.54B
$12.8 Million 0.24% of portfolio
728,463
Q1 2025 Added 0.13%
$8.45B
$12.4 Million 0.23% of portfolio
176,946
Q1 2025 Reduced 27.08%
$373B
$12 Million 0.22% of portfolio
70,218
Q1 2025 Reduced 2.26%
$1.2T
$11.3 Million 0.21% of portfolio
67,962
Q1 2025 Added 23.66%
$61.7B
$11.3 Million 0.21% of portfolio
66,413
Q1 2025 Added 0.7%
$21.1B
$10.8 Million 0.2% of portfolio
348,262
Q1 2025 Reduced 17.93%
$300B
$10.3 Million 0.19% of portfolio
61,601
Q1 2025 Added 7.55%
$216B
$10.2 Million 0.19% of portfolio
32,782
Q1 2025 Reduced 64.82%
$205B
$10.1 Million 0.19% of portfolio
12,649
Q1 2025 Reduced 7.09%
$276B
$9.75 Million 0.18% of portfolio
61,429
Q1 2025 Added 2.88%
$146B
$9.8 Million 0.18% of portfolio
80,448
Q1 2025 Reduced 8.39%
$6.21B
$8.92 Million 0.17% of portfolio
321,031
Q1 2025 New
$12.3B
$8.94 Million 0.17% of portfolio
130,354
Q1 2025 Reduced 33.08%
$440M
$9.26 Million 0.17% of portfolio
1,144,704
Q1 2025 New
$103B
$8.86 Million 0.17% of portfolio
175,684
Q1 2025 Added 9.45%
$187B
$8.64 Million 0.16% of portfolio
17,445
Q1 2025 Added 0.21%
$70.5B
$8.31 Million 0.16% of portfolio
139,070
Q1 2025 Added 42.17%
$474B
$8.75 Million 0.16% of portfolio
73,603
Q1 2025 Added 15.36%
$88B
$8.51 Million 0.16% of portfolio
62,133
Q1 2025 Added 0.17%
$21.3B
$7.89 Million 0.15% of portfolio
14,066
Q1 2025 Added 0.36%
$284B
$7.37 Million 0.14% of portfolio
119,483
Q1 2025 Added 0.5%
$90.9B
$7.35 Million 0.14% of portfolio
12,092
Q1 2025 Added 0.6%
$0
$7.28 Million 0.14% of portfolio
256,127
Q1 2025 Added 1.99%
$275B
$6.97 Million 0.13% of portfolio
52,685
Q1 2025 Added 6.58%
$65.3B
$6.79 Million 0.13% of portfolio
23,025
Q1 2025 Reduced 13.93%
$18.5B
$6.89 Million 0.13% of portfolio
96,874
Q1 2025 Added 0.94%
$318B
$6.92 Million 0.13% of portfolio
10,436
Q1 2025 Added 4.66%
$13.1B
$6.88 Million 0.13% of portfolio
37,690
Q1 2025 Added 18.99%
$237B
$6.84 Million 0.13% of portfolio
25,422
Q1 2025 Reduced 2.61%
$96.1B
$6.82 Million 0.13% of portfolio
500,506
Q1 2025 Added 5.06%
$89.7B
$6.61 Million 0.12% of portfolio
15,453
Q1 2025 Added 34.82%
$432B
$6.39 Million 0.12% of portfolio
8
Q1 2025 Reduced 42.86%
$22B
$6.56 Million 0.12% of portfolio
31,901
Q1 2025 Reduced 0.73%

Summary

  • Portfolio
  • No. of Stocks 933
  • Current Value $5.35 Billion
  • Prior Value $5.59 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 74 stocks
  • Additional Purchases 413 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 396 stocks
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